Jim Sharvin

Vice President, Tax Planning

Jim has over 20 years of experience in the tax planning arena. He earned a B.A. in Communication from Purdue University, an MBA in Taxation and Tax Planning from the Kelly School of Business at Indiana University, and holds CPA licenses in both CA and OH. Professionally, Jim is a member of the CCH ProSystem Advisory Board, 2009-2010 President of the Rotary Club of Century City, and an avid business networker. He is also insurance licensed in CA.

Personally, he is an avid golfer, volunteers extensively in SE Asia, loves traveling to Hawaii and Italy, and is a member of Elks Lodge 966. Jim has three sons in Ohio colleges and he resides in South Torrance.

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M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Variable life and annuity products, as well as other securities products, may be sold in the following states: AZ, CA, CO, CT, FL, GA, HI, IL, NJ, OR, PA, TX, and WA. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. M Advisory Group is independently owned and operated.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.